Gideon Capital Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,307
| Closed | -$469K | – | 28 |
|
|
2019
Q4 | $469K | Sell |
7,307
-28,324
| -79% | -$1.82M | 0.16% | 180 |
|
|
2019
Q3 | $1.81M | Buy |
+35,631
| New | +$1.81M | 0.59% | 55 |
|
|
2018
Q2 | – | Sell |
-6,999
| Closed | -$443K | – | 369 |
|
|
2018
Q1 | $443K | Buy |
+6,999
| New | +$443K | 0.27% | 137 |
|
|
2017
Q4 | – | Sell |
-3,379
| Closed | -$215K | – | 301 |
|
|
2017
Q3 | $215K | Sell |
3,379
-307
| -8% | -$19.5K | 0.21% | 240 |
|
|
2017
Q2 | $205K | Sell |
3,686
-5,826
| -61% | -$324K | 0.23% | 229 |
|
|
2017
Q1 | $517K | Buy |
+9,512
| New | +$517K | 0.31% | 96 |
|
|
2015
Q2 | – | Sell |
-6,578
| Closed | -$424K | – | 240 |
|
|
2015
Q1 | $424K | Buy |
+6,578
| New | +$424K | 0.17% | 166 |
|
|
2014
Q2 | – | Sell |
-10,046
| Closed | -$522K | – | 249 |
|
|
2014
Q1 | $522K | Buy |
+10,046
| New | +$522K | 0.29% | 114 |
|